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IBM stock news & analysis

Everything Pomegra has published on IBM: 21 news articles and 3 market briefs, newest first.

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IBM news

White House "Quadruples Down" on Tariffs After Midterms
Economy
MAJOR
1d ago6 min read

White House "Quadruples Down" on Tariffs After Midterms

The White House says it will expand tariffs after Republicans lost Congress, even as a Reuters/Ipsos poll shows 62% of Americans favor repealing them.

IBM Stock Falls 7% on Q3 Beat as AI ROI Doubts Surface
Technology
NOTABLE
Oct 236 min read

IBM Stock Falls 7% on Q3 Beat as AI ROI Doubts Surface

IBM shares fell about 7% despite a Q3 2026 beat as CEO Arvind Krishna flagged AI return scrutiny and the company held full-year revenue guidance at 4%-5%.

IBM Q3 2026: Software Lifts Revenue to $17.1B, Shares Jump
Business & Earnings
NOTABLE
Oct 215 min read

IBM Q3 2026: Software Lifts Revenue to $17.1B, Shares Jump

IBM (IBM) beat Q3 2026 estimates with $17.1B in revenue and 8% software growth, lifting shares 4-6% after hours as it raised its full-year cash flow outlook.

Accenture (ACN) Surges 16% on Q4 FY2026 Earnings Beat
Business & Earnings
MAJOR
Oct 55 min read

Accenture (ACN) Surges 16% on Q4 FY2026 Earnings Beat

Accenture shares jumped about 16% after fiscal Q4 2026 results topped estimates on record bookings, and the firm raised its quarterly dividend 5% to $1.71.

Technology
MAJOR
Aug 285 min read

IBM Mainframe Chip Runs Arm and Z Code Natively

IBM's 11-core, 5.7 GHz chip runs Arm and IBM Z instructions natively on every core, unlocking cloud-native AI software for enterprise mainframes by 2028.

IBM Q2 2026 Earnings: Revenue Misses, Guidance Cut
Business & Earnings
Jul 235 min read

IBM Q2 2026 Earnings: Revenue Misses, Guidance Cut

IBM's second-quarter 2026 revenue of $17.2 billion fell short of Wall Street expectations as infrastructure weakness and delayed enterprise deals prompted the company to trim its full-year growth…

S&P 500 Futures Rise as U.S. Inflation Cools
Markets
Jul 216 min read

S&P 500 Futures Rise as U.S. Inflation Cools

S&P 500 futures pointed to a positive open Tuesday as June's sharper-than-expected inflation drop reignited optimism across equity and fixed-income markets, with technology stocks leading the…

VIX Fear Index Falls 5% on New Middle East Ceasefire Proposal
Markets
Jul 217 min read

VIX Fear Index Falls 5% on New Middle East Ceasefire Proposal

The stock market fear index retreated sharply on July 21, 2026, as mediators presented a 10-day ceasefire framework to the United States and Iran, reviving hopes for Middle East de-escalation and…

Alphabet, Tesla Earnings Set $6 Trillion Test for S&P 500 Futures Rally
Markets
Jul 208 min read

Alphabet, Tesla Earnings Set $6 Trillion Test for S&P 500 Futures Rally

U.S. equity futures rebounded Monday as investors positioned for the most consequential Big Tech earnings week of 2026, with Alphabet and Tesla reporting Tuesday after market close against a…

IBM Downgrade, Cava Upgrade Mark July 15 Sector Shift
Markets
Jul 167 min read

IBM Downgrade, Cava Upgrade Mark July 15 Sector Shift

Wall Street's July 15 analyst calls repositioned IBM and Cava Group as opposing signals in a broader rotation away from legacy tech toward high-growth consumer brands.

Apple, IBM Downgraded on Valuation and Hardware Slump
Markets
Jul 157 min read

Apple, IBM Downgraded on Valuation and Hardware Slump

KeyBanc downgraded Apple and HSBC cut IBM on July 14 as stretched valuations and deteriorating tech hardware demand upended bullish Wall Street analyst calls.

Nvidia RTX Spark Superchip Lifts Tech in 2026 Rally
Technology
Jun 298 min read

Nvidia RTX Spark Superchip Lifts Tech in 2026 Rally

Nvidia's unveiling of the RTX Spark AI PC chip at Computex 2026 sent NVDA stock surging 5%, rattled Qualcomm, and reignited the broader tech market rally around next-gen AI hardware.

IBM's Sub-1nm Chip: Semiconductor History Made
Technology
Jun 256 min read

IBM's Sub-1nm Chip: Semiconductor History Made

IBM's 0.7nm nanostack chip delivers 70% efficiency gains and 7,000 TOPS of AI compute, setting a new benchmark that could extend Moore's Law another decade.

IBM Pops 5% on JPMorgan Software Upgrade
Markets
Jun 247 min read

IBM Pops 5% on JPMorgan Software Upgrade

IBM surged roughly 5% on June 23 after JPMorgan lifted its rating to Overweight, arguing the market has underpriced the company's software-driven margin expansion just as AI workloads accelerate…

Trump Eyes U.S. Government Stake in AI to Win the Global AI Race
Technology
Jun 187 min read

Trump Eyes U.S. Government Stake in AI to Win the Global AI Race

Washington is pursuing direct equity positions in frontier AI companies alongside a sweeping national-security directive, marking the most aggressive assertion of U.S. federal power over…

Nvidia's AI Ecosystem Ignites Enterprise Software Rally
MarketsTechnology
Jun 28 min read

Nvidia's AI Ecosystem Ignites Enterprise Software Rally

Jensen Huang's Computex 2026 declaration that AI amplifies software demand sent enterprise names surging, with ServiceNow posting its best four-day gain since its 2012 IPO.

ServiceNow, Adobe Jump on Nvidia AI Chip News
Markets
Jun 16 min read

ServiceNow, Adobe Jump on Nvidia AI Chip News

ServiceNow surged nearly 10% and Adobe gained over 4% Monday as Nvidia's N1X chip reveal at Computex and Jensen Huang's remarks fueled a broad enterprise software growth rally.

Nvidia AI PC Chip Sparks Broad Software Rally
Markets
Jun 16 min read

Nvidia AI PC Chip Sparks Broad Software Rally

Nvidia's RTX Spark AI PC chip announced at Computex 2026 sparks a tech rally, lifting ServiceNow 8.4% and Arm Holdings 14.7% on rising agentic AI demand.

IBM Stock 2026: $26 Billion Market Cap Surge on Quantum Windfall
Technology
May 227 min read

IBM Stock 2026: $26 Billion Market Cap Surge on Quantum Windfall

International Business Machines Corporation (IBM) shares exploded higher on May 21–22, 2026, posting a 12.43% single-session gain to close at $252.97 — adding approximately $26 billion to the…

Stocks Pull Back From Record Highs as Iran War Ceasefire Talks Loom
Geopolitics
Apr 2011 min read

Stocks Pull Back From Record Highs as Iran War Ceasefire Talks Loom

Global equity markets retreated Monday after a weekend escalation in U.S.–Iran tensions erased last week's record-breaking rally. Oil surged back above $90 a barrel as the Strait of Hormuz was closed ...

Market Selloff Accelerates as Microsoft AI Spending Concerns Trigger Tech Rout
Markets
Jan 295 min read

Market Selloff Accelerates as Microsoft AI Spending Concerns Trigger Tech Rout

US stocks plunged Thursday as Microsoft's massive capital expenditure guidance sent shockwaves through technology shares, with the Nasdaq posting its worst session since October amid growing investor ...